Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Artisan High Income Institutional in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ARKANSAS UROLOGY ASSOCIATES, P.A. ARKANSAS UROLOGY, P.A. PROFIT SHARING PLAN AND 401(K) PLAN | LITTLE ROCK AR | 197 | $27.8M | $825K |
| 2 | INTER-STATE STUDIO & PUBLISHING CO. INTER-STATE STUDIO & PUBLISHING CO. 401(K) RETIREMENT PLAN | SEDALIA MO | 481 | $24.0M | $403K |
| 3 | TESSERE, INC. |
WICHITA KS |
| 150 |
| $13.4M |
| $394K |
| 4 | HUBER & ASSOCIATES, INC. HUBER & ASSOCIATES, INC. 401(K) PLAN | JEFFERSON CITY MO | 114 | $28.4M | $232K |
| 5 | HASSETT EXPRESS HOLDINGS, LLC HASSETT EXPRESS HOLDINGS, LLC 401(K) SAVINGS & INVESTMENT PLAN | OAKBROOK TERRACE IL | 79 | $17.0M | $229K |
| 6 | JACKSON PAPER MANUFACTURING COMPANY JACKSON PAPER MANUFACTURING COMPANY RETIREMENT SAVINGS PLAN | SYLVA NC | 205 | $19.6M | $119K |
| 7 | ORGANIZED LIVING, INC. ORGANIZED LIVING, INC. RETIREMENT PLAN | CINCINNATI OH | 114 | $12.0M | $93K |
| 8 | ROMAIN BUICK, INC. UNITED COMPANIES 401(K) PLAN | EVANSVILLE IN | 197 | $14.8M | $63K |
| 9 | THE REHAB CONTINUUM, INC. THE REHAB CONTINUUM 401(K) RETIREMENT SAVINGS PLAN | CINCINNATI OH | 141 | $5.4M | $19K |
